Operational ChallengesCRK reduced its full year production guidance by 5.6% due to ongoing issues and delays spilling into the second half of the year.
Production GuidanceCRK's 3Q25 production guidance is set at 1,200-1,300 Mmcfe/d, which is below previous estimates and consensus.
Valuation ConcernsCRK's valuation has expanded to a significant premium compared to its peers, which is seen as stretched without improvement in fundamentals like debt levels and free cash flow generation.